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HomeMy WebLinkAboutApproved Documents - 4/15/2024TRAVEL REQUEST CITY OF WATERLOO NAME(S) AND POSITION(S): Stephanie Shavers NAME OF CLASS / MEETING: NUSA 2024 Annual Conference -Lubbock, TX DEPARTURE DATE: 5/22/2024 PURPOSE OF TRAVELITRAINING: Creating Neighborhood Connections WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: METHOD CITY VEHICLE x AIRFARE ESTIMATE OF COST: 650.00 LODGING 375.00 MEALS 200.00 REGISTRATION MILEAGE/FUEL FINANCE DEPT. LINE ITEM USED FY 7' .BUDGETED EXPENDED YTD THIS REQUEST LEFT AFTER THIS REQUEST DATE Original - Clerk/Finance Date: 3/21 /2024 DESTINATION: Lubbock, TX DEPARTURE POINT IF NOT WATERLOO: DATE(S) OF MEETING: 5/22-5/25 STAFF ONLY 72- 2-15D b3 �v le,a-- ;LO0G• 0 - Copy - bepartment X COST YES NO DEPARTING FROM: Waterloo 100.00 TAXI PARKING 680.00 AIRFARE MISCITOLLS TOTAL FOR ALL: $ 2005 INDBELIEVE IS NECESSARY AND BENEFICIAL TO THE PURPOSE AND CITY OF WATERLOO • z DEPARTMENT HEAD PRIVATE VEHICLE BUDGET LINE ITEM: _ GRANT REIMBURSABLE YES NO BG2IA.ADMN REQUIRED CERTIFICATION YES NO TOTAL: $ 2005 PER PERSON I APPROVE THIS TRAVEL REQUEST vett ZOvl GIGITALLY TT,'�"/�I`' SIGNED KAMXXXXX 4/15/2024 DATE DATE K:1Shared Goodies\Forms\Travel Request Form January 2010 TRAVEL REQUEST CITY OF WATERLOO FINANCE DEPT. LINE ITEM USED FY 24 BUDGETED EXPENDED YTD THIS REQUEST LEFT AFTER THIS REQUEST DATE Original - Clerk/Finance STAFF ONLY 010-11-1100-1346 $120, 000.00 $82,585.05 $3,249.00 $34,165.95 03/28/2024 Copy - Department NAME(S) AND POSITION(S): Officer Watson DATE: 03/28/2024 NAME OF CLASS / MEETING: Forensic Fundamentals DESTINATION: Waterloo, Iowa DEPARTURE POINT IF NOT WATERLOO: DEPARTURE DATE: May 21, 2024 RETURN DATE: May 24, 2024 DATE(S) OF MEETING: May 21-24, 2024 PURPOSE OF TRAVEL/TRAINING: Lt. Fangman is requesting to allow Officer Watson participate in the above listed webinar. This is an entry level course for digital forensics. This training will not exceed $3249.00, which will be reimbursed by the Internet Crimes Against Children Task Force. WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: XX COST $ YES NO METHOD OF TRAVEL: XXX CITY VEHICLE AIRFARE PRIVATE VEHICLE DEPARTING FROM: Waterloo, IOWa ESTIMATE OF COST: LODGING $3,249.00 MEALS REGISTRATION MILEAGE/FU EL TOTAL FOR ALL: $ $3,249.00 TAXI PARKING AIRFARE M ISC/TOLLS BUDGET LINE ITEM: 010-11-1100 1346 x GRANT REIMBURSABLE YES NO x REQUIRED CERTIFICATION YES NO TOTAL: $ $3,249.00 PER PERSON I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO Lt. Greg Fangman Date Approved by Finance Committee: 4/15/2024 DEPARTMENT HEAD DATE 03/28/2024 DATE K: \Shared Goodies\Forms\Travel Request Form TRAVEL REQUEST CITY OF WATERLOO FINANCE DEPT. LINE ITEM USED FY 23 BUDGETED EXPENDED YTD THIS REQUEST LEFT AFTER THIS REQUEST DATE Original - Clerk/Finance STAFF ONLY 010-11-1100-1346 $120,000 $85,834.05 $1,350.00 $32,815.95 03/14/2024 Copy - Department NAME(S) AND POSITION(S): Officers Northup and Thomas DATE: 03/29/2024 NAME OF CLASS / MEETING: Basic Sniper School DESTINATION: Sioux Falls, SD DEPARTURE POINT IF NOT WATERLOO: DEPARTURE DATE: May 5, 2024 RETURN DATE: May 10, 2024 DATE(S) OF MEETING: May 6-10, 2024 PURPOSE OF TRAVEL/TRAINING: Lt. Fangman is requesting to send the above listed officers to this course, which has no registration fee. The topics will enhance their roles for the WPD Tac Team as snipers . This training will not exceed $1,350.00. WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: XX COST $ YES NO METHOD OF TRAVEL: XXX CITY VEHICLE AIRFARE PRIVATE VEHICLE DEPARTING FROM: Waterloo, Iowa ESTIMATE OF COST: $650.00 LODGING $500.00 MEALS REGISTRATION $200.00 MILEAGE/FUEL TOTAL FOR ALL: $ $1,350.00 TAXI PARKING AIRFARE M ISC/TOLLS BUDGET LINE ITEM: 010-11-1100 1346 X GRANT REIMBURSABLE YES NO X REQUIRED CERTIFICATION YES NO TOTAL: $ $675.00 PER PERSON I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO Lt. Greg Fangman Date Approved by Finance Committee: 4/15/2024 DEPARTMENT HEAD DATE 03/29/2024 DATE K: \Shared Goodies\Forms\Travel Request Form TRAVEL REQUEST CITY OF WATERLOO FINANCE DEPT. LINE ITEM USED FY 24 BUDGETED EXPENDED YTD THIS REQUEST LEFT AFTER THIS REQUEST DATE Original - Clerk/Finance STAFF ONLY 010-11-1160-1528 $41,000 $30,315.35 $1,720.00 $8,964.65 03/14/2024 Copy - Department NAME(S) AND POSITION(S): Four K-9 Officers DATE: 04/01 /2024 NAME OF CLASS / MEETING: 2024 DLE K-9 Certification DESTINATION: Independence, Iowa DEPARTURE POINT IF NOT WATERLOO: DEPARTURE DATE: May 6, 2024 RETURN DATE: May 10, 2024 DATE(S) OF MEETING: May 6-10, 2024 PURPOSE OF TRAVEL/TRAINING: Lt. Fangman is requesting to send four K-9 Officers to this K-9 certification. This training is a mandatory certification process and the total cost will not exceed $1,720.00. WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: XX COST $ YES NO METHOD OF TRAVEL: XXX CITY VEHICLE AIRFARE PRIVATE VEHICLE DEPARTING FROM: Waterloo, Iowa ESTIMATE OF COST: LODGING $1,720.00 MEALS REGISTRATION MILEAGE/FU EL TOTAL FOR ALL: $ $1720.00 TAXI PARKING AIRFARE M ISC/TOLLS BUDGET LINE ITEM: 010-11-1160 1528 x GRANT REIMBURSABLE YES NO x YES NO TOTAL: $ $430.00 PER PERSON REQUIRED CERTIFICATION I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO Lt. Greg Fangman Date Approved by Finance Committee: 4/15/2024 DEPARTMENT HEAD DATE 04/01/2024 DATE K: \Shared Goodies\Forms\Travel Request Form qua Mad FINANCE DEPT. STAFF ONLY LINE ITEM USED 010-01-8400 1346 TRAVEL REQUEST CITY OF WATERLOO FY 24 BUDGETED $20,000.00 EXPENDED YTD $8,791.90 THIS REQUEST $767.84 LEFT AFTER THIS REQUEST $8,024.06 DATE 4/2/24 Original - Clerk/Finance Copy - Department NAME(S) AND POSITION(S): LeAnn M. Even, Deputy City Clerk DATE: April 2, 2024 NAME OF CLASS / MEETING: Iowa Municipal Professionals Academy DESTINATION: Ames, Iowa DEPARTURE POINT Jesup, Iowa IF NOT WATERLOO: DEPARTURE DATE: June 19, 2024 RETURN DATE: June 21, 2024 DATE(S) OF MEETING: June 19-21, 2024 PURPOSE OF TRAVEL/TRAINING: Continuing Education WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: X COST $ YES NO METHOD OF TRAVEL: CITY VEHICLE X PRIVATE VEHICLE AIRFARE DEPARTING FROM: ESTIMATE OF COST: 356.16 LODGING 75.00 MEALS 200.00 REGISTRATION 204/136.68 MILEAGE/FUEL TOTAL FOR ALL: $ 767.84 TAXI PARKING AIRFARE MISC/TOLLS BUDGET LINE ITEM: 010 03 8400 1346 x GRANT REIMBURSABLE YES NO x YES NO REQUIRED CERTIFICATION TOTAL: $ 767.84 PER PERSON I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO Date Approved by Finance Committee: Kelley Felchle 4/15/2024 DEPARTMENT HEAD DATE 4/2/24 DATE K: \Shared Goodies\Forms\Travel Request Form 7/0IIIGI441 IGNED Municipal Professionals Academy June 19-21, 2024 Gateway Hotel & Conference Center 2100 Green Hills Drive I Ames, Iowa Sponsored by Iowa State University Office of State & Local Government Programs and the Iowa Municipal Finance Officers Association in cooperation of the Iowa League of Cities. Register online by June 7. Shirt deadline is May 31. The purpose of the continuing education training for city clerks, finance officers, and others is: • To provide in-depth training for clerks and municipal staff to get useful, up-to-date information that will assist them in their job performance • Opportunities to meet clerks from across the state —make friends and business acquaintances • Updates on new laws, programs, and technology affecting Iowa municipal government • Opportunity for credit toward recertification for IMFOA and IIMC sponsored certifications Register online at: https://www.extension.iastate.edu/ communities/municipal-professionals- academy Questions? Contact: Iowa State University Extension and Outreach Community and Economic Development 2321 North Loop Drive, Suite 121 Ames, IA 50010 sshonrociastate.edu aveldieiastate.edu SCHEDULE OVERVIEW Wednesday, June 1 8:00- 10:00 a.m. 10:15 a.m.- 1 2:15 p.m. 1:00-3:00 p.m. 3:15-5:15 p.m. ❑ Introduction, 1-1 :1 0 p.m. (General Session) ❑ How HF71 8 has Changed the Budgetary Landscape (General Session) ❑ Using the GTD method to Get Things Done: Managing your time and tasks (General Session) (Choose One Option Per Time Block) ❑ Option 1 : Composing Effective, Audience -Centered Documents More Efficiently in the Age of Al ❑ Option 2: National Floodplain Insurance - Understanding the New Regulations ❑ Option 3: Iowa's Open Meetings and Public Records Law Update ❑ Option 4: Iowa's Living Roadways Community Visioning Program ❑ Option 5: The Rest of the Story: Diving deeper into personality colors ❑ Option 6: TIF, Bonds, and Urban Renewal —Oh my! ❑ Option 7: Conflicts of Interest in Local Government ❑ Option 8: Human Trafficking ❑ Option 9: Resources for Mental Health and Substance Use in Communities ❑ Option 10: What Am I Missing? How to be a city clerk when I'm the only one here ❑ Option 1 1: Cybersecurity and Infrastructure in Iowa ❑ Option 1 2: Neighborhood Services and Code Compliance Options ❑ Questions, Discussions, and Updates (General Session) ❑ NO ONE COMMUNICATES AROUND HERE! (General Session) Municipal Professionals Academy COURSE DESCRIPTIONS WEDNESDAY, JUNE 19 {1:00-1:10 p.m.} Introduction (Sara Shonrock, Institute Director, ISU Extension and Outreach) {1:10-3:00 p.m.} How HF718 has Changed the Budgetary Landscape. One year into the changes to the way city budgets work, many Iowa communities are still trying to make sense of the new way of business. Ted Nellesen will go over changes to the city budget and adoption process that were approved by the Iowa Legislature in House File 71 8. Relevant examples and documents will be provided, and attendees are welcome to bring their questions to this interactive session. (Ted Nellesen, Iowa Department of Management) {3:15-5:15 p.m.} Using the GTD method to Get Things Done: Managing your time and tasks. Do you find yourself thinking "If only I had a couple more hours in the day," or "If only I didn't have to do everything around here!"? Then attend this workshop to learn a quick and highly effective way to manage your tasks, set priorities, and stick with your time management plan. During our time together, participants will uncover the secrets to efficient time and task management. Using the GTD method, participants will learn about prioritization, the myth of multitasking, and how to end each day and week feeling refreshed and accomplished, with a plan for what's next on their list of to dos. The skills learned in this session can be applied immediately and are relevant to work and personal life. You won't want to miss this session! (Krisdeena Jansen, GLUTRECK) THURSDAY, JUNE 20 {8:00-10:00 a.m.} Option 1 — Composing Effective, Audience -Centered Documents More Efficiently in the Age of Al. Learn how to compose municipal documents more effectively and efficiently by practicing audience analysis and using generative Al to speed up the process. Through a mixture of lecture, discussion, and workshopping, attendees will explore strategies to compose common municipal documents for a variety of audiences and purposes and be introduced to some ways to use generative Al ethically and responsibly to produce documents more efficiently. Whether you work in a small town or a large city, these strategies will help you to be a more effective writer on the job. (Gloria Betcher, ISU Teaching Professor of English and City of Ames Councilperson) Option 2 — National Floodplain Insurance -Understanding the New Regulations. Iowa Department of Natural Resources (IDNR) staff will provide an overview of the National Flood Insurance Program, including administration and enforcement of the local floodplain management ordinance. The presentation will focus on the regulatory requirements for new development proposed in the Special Flood Hazard Area and how to review proposed projects and issue floodplain development permits. Local officials will be provided information on how to access Flood Insurance Rate Maps and how to interpret the flood risk zones illustrated on the maps. (Jason Conn and Ken Buoma, Iowa Department of Natural Resources) Option 3 — Iowa's Open Meetings and Public Records Law Update. This session will cover the requirements under Iowa Code Chapter 21 for open meetings, notice, agendas, and minutes. It will also cover public records requests, including changes made to the law in July 2022. Participants will have the opportunity to ask questions about some of the situations they encounter. Iowa Public Information Board (IPIB) staff will also share some of the common questions we get in our office as well as recent IPIB advisory opinions and cases. (Ericka Eckley, Iowa Public Information Board) COURSE DESCRIPTIONS THURSDAY, JUNE 20, continued {10:15 a.m.-12:15 p.m.} Option 4 — Iowa's Living Roadways Community Visioning Program- ONLY FOR COMMUNITIES UNDER 10,000 You are invited to learn how the Community Visioning Program can help you come up with concepts to make the transportation infrastructure in your community better serve the needs and desires of your residents. Through the visioning process, local leaders learn about residents' experiences, concerns, and goals, which guide the decision -making process. We collaborate with professional designers to help you create designs that illustrate the community's goals and identify potential funding sources to make those dreams a reality. Ninety-eight percent of visioning communities implement at least one project, while nearly 50% complete four or more. Projects range from new sidewalks and trails to pedestrian- and cyclist -friendly streetscapes and green infrastructure. Since 1996, the program has assisted more than 250 Iowa communities with populations under 10,000 throughout the state. (Sandra Oberbroeckling, ISU Community Visioning Program Project Manager, and panel of community representatives) Option 5 — The Rest of the Story: Diving deeper into personality colors Have you participated in a Colors workshop before? Did you want more and felt like you had just scratched the surface of this communication tool? Attend this workshop to learn the rest of the "Colors" story! In this highly interactive workshop, participants will start where we last left off with understanding your own personality color. We will begin by sorting into your primary color and have deeper discussions about your temperament style, what activates your imagination, what are some primary frustration points within your color, and what you need from other colors to help find resolution. We will also discuss how your color provides empowerment to others in helping them resolve conflict and work through common problems. You will also have the opportunity to take on the persona of a different color and experience the mindset of a temperament other than your primary color. Through an "other color" lens, you will build strengths in empathy and diverse perspectives. Prerequisite: Participants will ideally have taken a Colors personality workshop previously in their careers, as this workshop builds on the foundational knowledge learned in the basic Colors class. We will review the Colors in the beginning of class, so participants should come prepared to discuss their primary, secondary, and lowest colors. (Krisdeena Jansen, GLUTRECK) Option 6 — TIF, Bonds, and Urban Renewal —Oh my! This zany session, presented by crusty bond lawyers, will explore applications of tax increment financing and other related powers and processes under Iowa's urban renewal law. Topical coverage will include establishment and amendment of urban renewal areas and plans, identification and approval of urban renewal projects, and the fundamentals of TIF and TIF-eligible debt. All questions related to urban renewal and TIF will be fielded, but reasonable answers are not guaranteed. (John Danos, Amy Bjork, and Erin Reagen; Dorsey & Whitney) {1:00-3:00 p.m.} Option 7 — Conflicts of Interest in Local Government. This session will focus on the dilemmas encountered when facing a potential conflict of interest and approaches to managing conflicts that may arise in a local government environment. Topics will include conflicts of interest as defined per Iowa code, public perception of conflicts and impact on local decision -making, review of cases and scenarios, proactive approaches to avoiding and managing conflicts of interest, and model codes of conduct for local government officials. (Julie Robison, Assistant Director, Institute of Design Research and Outreach, ISU) THURSDAY, JUNE 20, continued {1:00-3:00 p.m.} Option 8 — Human Trafficking. This session will provide Myths vs. facts Information about traffickers/pimps Information about victims general awareness training geared to discuss these topics: • Challenges faced when confronting victims • What to look for/signs of trafficking • Actions to take I will also show some videos related to victims and discuss a couple of cases in Iowa as well as experiences that some survivors have shared with me. There is an emphasis in this training to make sure the audience understands that it can be anyone, anywhere who is a trafficker, victim, or John (Ray Fielder, Office to Combat Human Trafficking) Option 9 — Resources for Mental Health and Substance Use in Communities. In this panel session, local providers will delve into the connections to help better understand mental health and substance -use resources, education, and advocacy. Participants will come away with an understanding of how mental health and substance use impact individuals and communities, cis well cis best practices at the local level to assist with managing crises within communities.(Julie Saxton, Ames Police Department, and panel) {3:15-5:15 p.m.} Option 10 — What Am I Missing? How to be a city clerk when I'm the only one here. Have you looked around at all the work that needed to be done and wanted to ask for help, but you are the only one there? When you work in a one -person office, the items that fall to your responsibility seem like they are never ending. In this interactive session, learn from a panel of office clerks who do it every day. Topics will include how to work when you are the only one there and best practices for tasks that may come up. Participants will come away with some tips and tricks with some lively discussion and interaction. (Cindy Kendall, CKendall Consulting, and panel) Option 11 — Cybersecurity and Infrastructure in Iowa. The Cybersecurity and Infrastructure Security Agency (CISA) is the Nation's Risk Advisor. Our job here in Iowa is to help individuals and organizations improve their resilience to cyber-attacks. In this presentation, I will introduce CISA and give an overview of today's cyber threats and what we can do to help you stay safe. I'll describe the assessments, technical services, and training we provide to cities, counties, and organization of all sizes. Everything we offer is no -cost, voluntary, and non -regulatory, so come and see what we can do for you. (Jim Hoflen, Cybersecurity Department of Homeland Security) Option 12 — Neighborhood Services and Code Compliance Options. This presentation will provide an overview of the several different code enforcement programs provided by the City of Des Moines' Neighborhood Services Department and how they are used to improve and maintain the quality of life for neighborhoods and their effectiveness for the City of Des Moines. Enforcement programs discussed during this presentation include the following: junk and debris, rental inspections, blighted property demolition, property improvement assistance, vacant property registry, property maintenance code, zoning, and land use. (City of Des Moines Neighborhood Services Department) COURSE DESCRIPTIONS FRIDAY JUNE 21 {8:00-10:00 a.m.} Questions, Discussions, and Updates. The session will involve updates on recently passed legislation or other current issues affecting Iowa's city governments. This is an interactive session with Iowa League of Cities staff and will also discuss questions supplied by the participants either prior to or during the session. (Representatives from the Iowa League of Cities) {10:15-12:15 p.m.} NO ONE COMMUNICATES AROUND HERE! We've all heard how important communication is but we don't always practice it. Being an effective communicator can dramatically increase your success and the success of your company. Session highlights include: • Why good communication is so important, why we don't practice it, and how to make it a habit • How to communicate clearly and concisely to be heard • Communication runs both ways: How to be a good listener for life! (Ronee Andersen) Sweatshirts are available for purchase and proceeds go toward scholarships for attendees of the Municipal Professionals Institute. If you wish to purchase a shirt, it must be done in advance while registering online —the deadline is May 31. The 2024 Academy is offering a sage blue hoodie with a left chest logo in orange for $32 ($34 for sizes XXL—XXXXL). IOWA STATE UNIVERSITY, Extension and Outreach Community and Economic Development This institution is an equal opportunity provider. For the full non-discrimination statement or accommodation inquiries, go to www.extension.iastate.edu/diversity/ext. Register Online at www.extension.iastate.edu/communities/municipal-professionals-academy Registration Online pre -registration is required by June 7, 2024. The fee is $200 for the entire program and includes lunch on Thursday. Registrations after June 7 are subject to a $10 late fee. Fees must be paid before the session begins, with full refund guaranteed on registrations canceled before June 1 2, 2024. Online registrations will receive an e-mail confirmation. Payment can be made with a credit card at the time of registration or by check, which should be made payable and sent to: Registration Services 21 21 State Avenue Ames, IA 50011 Directions & Housing Gateway Hotel and Conference Center 2100 Green Hills Drive Ames, IA 50014 Make your room reservations directly with Gateway at 1-800-FOR-AMES or 515-292-8600, which is providing a special rate of $131 for a single or double (plus 1 2% tax). TRAVEL REQUEST CITY OF WATERLOO FINANCE DEPT. STAFF ONLY LINE ITEM USED 2243258501346 FY 24 BUDGETED 10,000 EXPENDED YTD 6031.39 THI5 REQUE5T 2.660.00 LEFT AFTER THIS REQUEST 3371.39 DATE 3/29/24 Ori.inal - Clerk/Finance Co. - 1ae.artrnent NAME(S) AND POSITIONS): Angie Fordyce, Tracey Southall, Jon Martin Lontavious Jordan DATE: 4/29/24-5/2/2024 NAME OF CLASS / MEETING: NEPA Training for HUD Practitioners DEPARTURE DATE: 4/29/24 DESTINATION: Kansas City, MO DEPARTURE POINT IF NOT WATERLOO: DATE(S) OF MEETING: April 30th-May 2nd, 2024 RETURN DATE: 5/2/24 PURPOSE OF TRAVEL/TRAINING: Free training teaches the practical application of HUD requirments that implement the National Environment Policy Act (NEPA) and compliance with HUD's part 58 regulations and the related 58.5 laws and authorities for HUD assisted projects. WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: x COST $ YES NO METHOD OF TRAVEL: x CITY VEHICLE AIRFARE DEPARTING FROM: Waterloo, IA PRIVATE VEHICLE ESTIMATE OF COST: 1440 LODGING 1120 MEALS 100 0 REGISTRATION MILEAGE/FUEL TOTAL FOR ALL: $ 2660 TAXI PARKING AIRFARE M ISC/TOLLS BUDGET LINE ITEM: 224-32-5850 1346 X GRANT REIMBURSABLE YES NO X REQUIRED CERTIFICATION YES NO TOTAL: $ 665 PER PERSON I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OE -WATERLOO C DEPARTUEN HEAD DATE K:1Shared Goodies\Forms\Travel Request Form Date Approved by Finance Committee: 4/15/2024 DATE DIGITALLY SIGNED City Clerk Use only 1 Finance cone 4/15/2024 Approval Date: City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Leisure Department to expend $ 4736.62 plus est, shipping costs of $ 0.00 to pay for or purchase Chemtrol PC1500 Controller and Stenner 22gpd Low Press. Pump plus Installation. This purchase or expenditure is being made because: Required for Gates Spray Park chemical treatment and management. Vendor selected for this purchase: ACCO Unlimited Corporation Bids or written quotes were taken on this purchase, as follows: Bids or quotes were not taken on this purchase because: ACCO is the chemical supply company for Byrnes Pool, Sportsplex Pool, and Gates Spray Park. Parts and services will be easily accessible in the event of repairs. Will make management and oversight of all pool controllers more manageable for CPO. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: l ) General Fund Bonds Road Use Tax ❑ Sewer LI nFederal/other grants I)C.1 Other (specify) Sanitation This expenditure is to be coded to the following budget line -item: 426-37-4202-2106 37IMP.GATEBYRN (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is submitted T "r Nme slcNr 4/15/2024 (Signature Dept. I-i or Designee) Date (Signature Finance Dept, Review) Date K,lshared goodieslforms\Expenditure Pre-Authorization.xts (Mar 2010) 'Pb 105 NW Joh ,.r)I ins! r. i 1 5() V t , i ^ r�gUl 11 tecl i,or l Sales Representative: Russ Martin HILL TO: Waterloo Leisure Services 2024 - Gates Pool Name: Brianne Boss Phone: Phone: 515 650-0200 SHIP TO: Waterloo Leisure Services 2024 - Gates Pool Email: Quote Date: DESCRIPTION QTY. UNIT PRICE TOTAL 4510 1500 Chemtrol PC 1500 Controller 1 $2,999.00 $2,999.00 w/Probes 3040-45M3 Stenner 22gpd Low Press Pump 2 1 $693.81 $1,387.62 Controller Installation $350.00 $350.00 $0,00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Freight charges are estimated and may be subject to change at the time of shipment. Freight, Sales Taxes, and Installation are additional. Terms: Net 30. Quote Is good for 30 days from the Quote Date above. Signature: To accept this quote, sign and date, and send by fax or email. TOTAL: $4,736.62 Russ Martin Sales Representative rmartin@accounlimited.com Date: City Clerk Use Only Finance Committee Approval Dale _ 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Leisure Services Department to expend 3693.00 plus est, shipping costs of $ 334.87 to pay for or purchase new field sweep groomer/level/trash sweeper for field turf at the SportsPiex This purchase or expenditure is being made because: with the purchase of the new turf, this will pick up trash and debris off the turf, level out Infill material, and groom the turf to keep it in good playable condition. Vendor selected for this purchase: FieldTurf, Inc. (Montreal, Quebec) 1i Bids or written quotes were taken on this purchase, as follows: 1�1 Bids or quotes were not taken on this purchase because: FieldTurf was the company that the field turf was purchased from and their sweeper/groomer is recommended to be used on their product. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: r General Fund EBonds nRoad Use Tax Sewer 1-1 Federal/other grans 0 Other (specify) This expenditure is to be coded to the following budget line -item:. 010-37-4180-1567 Recreational Equipment & Supplies (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is ectf �r�mit (Signature Dept. Hea Sanitation (Project Code) $ 26,500.00 $ 17,530.63 d Ll 3 `/ ` r Designee) Date (Signature Finance Dept. Review) DIGITALLY SIGNED 4/15/2024 Date K:tshared goodiestforrns\Expendilure Pre-Authorizalion.xls (Mar 2010) A Tarkett Sports Company Customer Name Cedar Valley Sponselex Address 300 Jefferson St City Waterloo State: IA. Tel#: (319)291-0165 Email: FieldTurf Inc. 7445 Cote-de-Liesse Road, Suite 200 Montreal, Quebec H4T 1G2 Tel: (514) 340-9311 Fax (514) 340-9374 Contact: Craig Donner Zip, 50701 f ltia tibitil Invoice Number 2524 Quotation Date 2/19/2024 Ref: Rep. Luke Holbert PO# Qty Units Description Unit Price TOTAL 1 1 1 1 $3,693.00 $334.87 $3,693,00 $334.87 FieldSweep Frieght **Applicable Taxes Not Included** FleldTurf Pen USA, e ..G:yy Gl2C rT4leC/GL* Subtotal TOTAL $ 4,027.87 ' 4,027.87 Luke Heiberg Field Service After Sales Associate E: luke. holbert@fi e ldturf, com READ, AGREED, AND ACCEPTED BY ADDRESSEE Signature: Print Name: ;Af rt-�1Arn1E P_ Signature• Print Name: Date: ?- PO #: 2t` AMOUNTS IN: O Uso- ❑ CND Your prompt payment of the balance due would be greatly appreciated _. — City Clerk Use Only Finance Committefl5/2024 Approval Date City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Leisure $ 5,460.00 plus est. shipping costs of $ 1,413.27 Bahia chaise lounge pool deck chairs. Department to expend to pay for or purchase This purchase or expenditure is being made because: Existing lounge deck chairs at Byrnes Poo( are in poor condition and/or broken beyond repair. Part of Byrnes reno project. Vendor selected for this purchase: C Kiefer Aquatics Bids or written quotes were taken on this purchase, as follows: Kiefer Aquatics: $6, 873.27 Leslie's Pools: $7147,53 Central Restaurant Products: $9535.29 0 Bids or quotes were not taken on this purchase because: Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: u General Fund t1l Bonds Road Use Tax Sewer ❑ Sanitation Federal/other grants I I Other (specify) This expenditure is to be coded to the following budget line -item: 426-37-4202-2123 371MP.GATEBYRN (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectfully submitted, (Signature Dept. Head,oraesignee) (Project Code) 1/\ „ W T, ° N iep mcirauv Date (Signature Finance Dept. Review)�Date K:Ishared goodiesiforms1Expendtture Pre-Authorization,xts (Mar 2010) 4/15/2024 MADONNA WELSH From: Sent: To: Cc: Subject: Attachments: Hi Madonna, Brianne Boss Monday, April 1, 2024 12:13 PM MADONNA WELSH PAUL HUTING Preauth - Byrnes Pool Project 3798 001.pdf Please see attached preauth for purchase of deck chairs for Byrnes Pool. I am only purchasing the chairs (plus freight to ship chairs) out of the project budget. The remaining items are to be purchased out of my pool budget. I need to purchase everything at the same time to avoid additional freight. Will the attached documents suffice? Thanks! Bri Boss Aquatics & Safety Services Specialist Cedar Valley SportsPlex 300 Jefferson Street CITY OF WATERLOO 0: 319-291-0165 CVSportsPlex.org From: Sportsplex_copier <Sportsplex_copier@WATERLOO-IA.ORG> Sent: Monday, April 01, 2024 12:31 PM To: Brianne Boss <Brianne.Boss@WATERLOO-IA.ORG> Subject: Attached Image ‘;14Ciefer Kiefer Aquatics AQUATICS The Lifeguard Store (pi IIf !FUR() 903 Morrissey Drive Bloomington, IL 61701 P (309) 451-5858 F (309) 451-5959 BILL TO City of Waterloo 1101 Campbell Ave Waterloo, IA 50701 FEDE)(_.GROUND Page 1/1 Quote ,ATE;Customs 03/20/2024 KC310479 EST116939 1111111011111111111 City of Waterloo Waterloo Leisure Services 1101 Campbell Ave Attn: Bri Boss WATERLOO, IA 50701 1111111111111 TEM RESCR PTION'J QUANTITY PRICE EACH TOTAL 4017LW 631004 112R 600707E 600709BL 4 S09BU 702-40 45211 11 i C'lia auittitfes or 6 H44031 fli ild Item is being shipped directly from dte manufactures. MSt drop sl rhe`delaY II:Ft R FISH LEARN TO SWIM BELT F tilt Ur Rescue Tube Color: Red le er Training Kickboard Color: Black fer it unior Training Kickboard Color: Blue In lhiit Disposable Resuscitator (BVM) n I Heavy Duty Aluminium Frame Leaf Skimmer 10" Rescue Tube Jacket Color: Red toilril Adult Bag Valve Mask tems ave withi 1 15 0 5 1 E-2 UROPSI Ill': Equipment Totemaster 36' L X 24" W X 36" H 1 This Item is being shipped directly from the manufacturer. Most drop ship temsarrive within for the delay. $9.00 $40.48 $10,00 $9.00 $13.50 $10.00 $17.02 $19.00 $260.00 Obusiness days. $135.00 $607.20 $60.00 $90.00 $13.50 $10.00 $255.30 $19.00 $260.00 Ne apologize Subtotal $6,910.00 Frelgh ,413.27 Discount $0.00 Tax Total $0.00 $8,323.27 Join c Po e POOL CHEMICALS - :"EQIPME HOT TUB & SPA or a Delivery and 5'% ;n rz, de A2sin Chaise Lo: Nee d H 5. Order Summary Promo Code Sh;pping. Ste c oro earn ..p ;2$81847-4993 Re haul nSuppl rashGg SlanitorCal Rum'ture ',Shelving&TraPspa Canoe quipmenl Shopping Cart Order summary !tem _coal Sh oEing-;50701;. ates Order Total Do you have a coupon? S5.040.00 .`:$4142.49 S- $9,535.29 PROCEEDTOCHECKOUT REQUEST A QUOTE City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Department to expend $ me 3,500 plus est. shipping costs of $ to pay for or purchase Approximately 75 tons of USGA approved top dressing sand for golf courses This purchase or expenditure is being made because: To maintain the quality of the greens at the three municipal golf courses. Vendor selected for this purchase: Wendling Quarries, Inc.d/b/a Reline Golf & Sports [� Bids or written quotes were taken on this purchase, as follows: Bids or quotes were not taken on this purchase because: This is the only vendor in this region that can deliver material that meet our specifications. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund Bonds El Road Use Tax Sewer ❑ Sanitation Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-37-4125-1537 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, Paul Huting 04/02/2024 $ 7,573.00 $ 7,573.00 /1,4,ett 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date Kashared goodieslrormslExpenditure Pre-AuthorizatIon.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Leisure Services Department to expend $ me $8,502.00 plus est. shipping costs of $ to pay for or purchase repair trip hazards with tree grates in the 300 block of West 4th st This purchase or expenditure is being made because: to reduce the possibilities of falls. Vendor selected for this purchase: Matthias Landscaping Co. Waterloo IA n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: Matthias Landscaping is able to mobilize and begin work after we have approval. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ▪ General Fund IT Road Use Tax IT Sewer n Sanitation . Bonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 421-37-4110 -2168 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 27,083.02 and the current available balance is Respectfully submitted, Paul Huting 04/08/2024 (Signature Dept. Head or Designee) $ 27,083.02 T$ et McW SIGNED 4/15/2024 Date (Signature Finance Dept. Revie' Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee 5/2024 Approval Date City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Leisure Department to expend $ $4,475.00 plus est. shipping costs of $ 0.00 to pay for or purchase ACCO Sweep Vac 110v w/accessories. Manual pool vacuum for Byrnes Pool. This purchase or expenditure is being made because: Required to maintain cleanliness of the pool. Old manual vacuum broke and deemed beyond repair during Summer 2023 season. Vendor selected for this purchase: ACCO Unlimited Corporation Bids or written quotes were taken on this purchase, as follows: 0 Bids or quotes were not taken on this purchase because: ACCO is the chemical supply company for Byrnes Pool, Sportsplex Pool, and Gates Spray Park. Parts and services will be easily accessible in the event of repairs. ACCO also provides our chemical control system, installation, and service. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense. nGeneral Fund n Road Use Tax n Sewer ❑ Sanitation nBonds n Federal/other grants n Other (specify) This expenditure is to be coded to the following budget line -item: 010-37-4200-1557 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, _ DIGITALLY 3 G; Ticlgett Naar, Sly 4/15/2024 (Signature Dept. l€ad"or Designee) Date (Signature Finance Dept. Review) Date $ 7500.00 $ 6,930.52 K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the MIS $ 8,899.00 plus est. shipping costs of $ 0.00 Fortigate firewall license, support and maintenance. Department to expend to pay for or purchase This purchase or expenditure is being made because: This is yearly licensing, support and maintenance for our network firewall. Vendor selected for this purchase: CDW-G n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: Pricing is done by Fortigate (hardware vendor) just passed through by CDW-G. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 323-01-8225 2106 / 010-01-8220 1520 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 145.000.00 / 103,416.00 and the current available balance is $ 61,509.34 / 37,182.60 Respectfully submitted, [r�uv Chris Youngblut 4/3/2024 T� N SIoiCGNED 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Revie7t Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the $ 3,000.00 plus est. shipping costs of MIS Department to expend $ 0.00 to pay for or purchase Hour blocks of support time (8 Hours) with Davenport Group - to be used generally for Microsoft Office 365 implementation and network/server support. This purchase or expenditure is being made because: Davenport Group offers expertise in several areas which supplements our staff and the ability to support us in Office 365 rollout and network/server areas as needed. Vendor selected for this purchase: Davenport Group n Bids or written quotes were taken on this purchase, as follows: n Bids or quotes were not taken on this purchase because: Davenport Group has assisted us with several other projects and is very familiar with our network/system layout. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: . General Fund IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-01-8220 1319 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 20,000.00 and the current available balance is $ 10,977.21 Respectfully submitted, �j,(� �/ °tin SIGNED 4/15/2024 Chris Youngblut 04/03/2024i� "cu��l (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review, Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Police Department to expend $ 9,693.08 plus est. shipping costs of $ N/A to pay for or purchase Lexipol/Police One Training platform This purchase or expenditure is being made because: This expenditure is for department wide on line training through POlice One. Courses to be taken by departmental staff include diversity, de escalation, officer intervention ect. Vendor selected for this purchase: Lexipol/Police One n Bids or written quotes were taken on this purchase, as follows: n Bids or quotes were not taken on this purchase because: Lexipol/Police One offers the most training per officer for the lowest cost. After researching three different companies the department has decided to go with them. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: . General Fund IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-11-1100-1391($5,000.00) 010-11-1100-1346 ($4,693.08) (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 6,500.00/120,000.00 and the current available balance is $ 5,064.11/55,333.00 Respectfully submitted, � Aaron P. McClelland, Police Captain 4/5/2024Thew SImloGNED 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Reviev., Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the $ 67,500.00 Sewer (Trash Pumps) plus est. shipping costs of $ 2,000.00 Multiquip 6"Trash Pump Trailer Mounted (2) Department to expend to pay for or purchase This purchase or expenditure is being made because: Back up for flood event preparedness Vendor selected for this purchase: Black Hawk Equipment n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: State Bid Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ▪ General Fund IT Road Use Tax n Sewer n Sanitation ❑ Bonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 520-14-5200-2117 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, $ 750,000.00 $ 498,488.40 uq0 NSIGNED IGNEi 4/15/2024 Jesse Gaherty 04/01/24 SIGNED (Signature Dept. Head or Designee) Date (Signature Finance Dept. Revie' Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Sewer (Truck) Department to expend $ 128,900.00 plus est. shipping costs of $ N/A to pay for or purchase new Water Truck This purchase or expenditure is being made because: a new Water Truck is needed Vendor selected for this purchase: United Rental n Bids or written quotes were taken on this purchase, as follows: 0 Bids or quotes were not taken on this purchase because: Sourcewell Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund ❑ Road Use Tax n Sewer n Sanitation 0 Bonds ❑ Federal/other grants 0 Other (specify) This expenditure is to be coded to the following budget line -item: 520-14-5200 2117 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 750,000.00 and the current available balance is $ 498,488.40 Respectfully submitted, Jesse Gaherty 032524 SIGNED 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Reviev,; Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Sewer (Trucks) Department to expend $ 167,570.74 plus est. shipping costs of $ N/A to pay for or purchase 1 - 2024 Ford F450 and 1 - 2023 Ford F450 to replace work trucks #530026 and #530025. This purchase or expenditure is being made because: New Work Trucks Needed Vendor selected for this purchase: Karl Ford n Bids or written quotes were taken on this purchase, as follows: 0 Bids or quotes were not taken on this purchase because: State Bid Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund ❑ Road Use Tax n Sewer n Sanitation 0 Bonds ❑ Federal/other grants 0 Other (specify) This expenditure is to be coded to the following budget line -item: 520-14-5200 2117 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 750,000.00 and the current available balance is $ 498,488.40 Respectfully submitted, Jesse Gaherty 0328T mcimuvSIGNED 4/15/2024 ' �� (Signature Dept. Head or Designee) Date (Signature Finance Dept. Revie Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 4/15/2024 City of Waterloo Expenditure Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Sewer (3 Trucks) Department to expend $ 133,875.17 plus est. shipping costs of $ N/A to pay for or purchase 2 - 2024 Chevrolet Silverado 1500 Double Cab 4x4s and 1 - 2024 Chevrolet Silverado 1500 Crew Cab 4x4 to replace trucks 142E01, 140702, and 140703. This purchase or expenditure is being made because: New Work Trucks Needed Vendor selected for this purchase: Karl Auto n Bids or written quotes were taken on this purchase, as follows: 0 Bids or quotes were not taken on this purchase because: State Bid Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund ❑ Road Use Tax n Sewer n Sanitation 0 Bonds ❑ Federal/other grants 0 Other (specify) This expenditure is to be coded to the following budget line -item: 520-14-5200 2117 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 750,000.00 and the current available balance is $ 498,488.40 Respectfully submitted, Jesse Gaherty 03/28/24 (Signature Dept. Head or Designee) DIGITALLY SIGNED 4/15/2024 Date (Signature Finance Dept. Review Date Tudyett ZO K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Police Department Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 11 1160 3873 Reimb for Services 1 PRO.JLEO2 13,236.93 010 11 1160 1114 Overtime 9,800.00 010 11 1160 1573 Safety & Protect equi 1PRO.JLEO2 3,436.93 TOTAL $13,236.93 TOTAL $13,236.93 This amendment is being requested because: This is to conform with the City's budget line item control policy. See attached paper worked, additional funding for approved equipment purchase and overtime worked in support of Operation Grand Slam Prior Committee Actions (Dates): L/q // /1,4 v /� 7 l„ jJ`�� DIGITALLY /,/w�!/,� (//� sly 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Ri ,:dw) Date Date Posted (Finance Dept.) K:luserslshared goodieslforms\Budget Amendment US Marshals Grand Slam Operation (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NC) —4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Leisure Services Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 37 4105 3720 Donations 37RST.WDC 19,870.00 010 37 4105 2178 Sports Impr 37RST.WDC 19,870.00 TOTAL This amendment is being requested because: $19,870.00 TOTAL $19,870.00 to budget funds that will be received from WDC to pay for the Vaporblast rusted areas and repaint awning of the main entrance at the Cedar Valley SportsPlex. Should be completed when weather improves. Preauth approved by Council 3/18/2024. Prior Committee Actions (Dates): Paul Huting 3/6/24 Z (Signature Dept. Head or Designee) Date ( gnature Finance Dept. T (w) Date DIGITALLY SIGNED 4/15/2024 Date Posted (Finance Dept.) K:\users\shared goodies\forms\Budget Amend 4180 (3).xls (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Leisure Services Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 37 4120 3472 golf course Rev 66,100.00 010 37 4120 1537 Hoticulture 66,100.00 TOTAL This amendment is being requested because: $66,100.00 TOTAL $66,100.00 to budget the revenue in excess of the budgeted amount that is expected in the golf budget. We were able to open in February with 70 degrees days. The good weather helped drive extra pass sales and play at the golf courses. Prior Committee Actions (Dates): Paul Huting 03/26/2024 TL , " �� SIG 4/15/2024 �� SIGNEG (Signature Dept. Head or Designee) Date (Si ature Finance Dept. RL' Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Budget Amend 4120 (1).xls (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO-4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2023 submitted by the Leisure Services Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 37 4105 3720 donations 37GFT.0008 7,000.00 010 37 4105 1567 rec equip 37GFT.0008 7,000.00 TOTAL This amendment is being requested because: $7,000.00 TOTAL $7,000.00 $2,000 was originally budgeted. We have received $9,295.68 so far this fiscal year. This amendment will more accurately reflect the funds actually received, and possible expenses related to the donation. Prior Committee Actions (Dates): Paul Huting 4/13/2023 DIGITALLY SIGNED (Signature Dept. Head or Designee) Date (Signature Finance Dept. R) Date 4/15/2024 Date Posted (Finance Dept.) K:\users\shared goodies\forms\Amendment 37GFT.0008.xls (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Building - Veterans Memorial Hall Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 22 8850 3000 cash on hand 5,000.00 010 22 8850 1561 office supplies 1,000.00 1390 other contractual 3,500.00 1371 Building & Grounds 500.00 TOTAL This amendment is being requested because: Prior Committee Actions (Dates): 5,000.00 TOTAL 5,000.00 Bridgett Wood T (Signature Dept. Head or Designee) Date ( gnature Finance Dept. h. 7/7 .w) Date DIGITALLY SIGNED 4/15/2024 Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO —4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 24 submitted by the FINANCE Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 01 6650 3111 HMTTAX 01HMT.TX24 70,000.00 010 01 6650 1393 CONTRIBUTIONS 01HMT.TX24 70,000.00 010 01 6660 3111 HMTTAX 01HMT.DISC 35,000.00 010 01 6660 1393 CONTRIBUTIONS 01HMT.DISC 35,000.00 010 01 6920 3111 HMTTAX 01HMT.WCVB 175,000.00 010 01 6920 1393 CONTRIBUTIONS 01HMT.WCVB 175,000.00 010 22 6860 3111 HMT TAX 22FAC.5SUL 70,000.00 010 22 6860 1393 CONTRIBUTIONS 22FAC.5SUL 70,000.00 TOTAL This amendment is being requested because: 350,000.00 Amend Hotel Motel budget to anticipated revenue Prior Committee Actions (Dates): TOTAL 350,000.00 Kim Bahr (Signature Dept. Head or Designee) p� SIGNED 4/15/2024 3/29/24 /� SIGNED Date ( Ignature Finance Dept. t7tw) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO —4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Streets Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 266 19 7100 3494 Sale of Supplies 3,580.00 266 19 7100 1571 11,509.00 266 19 7100 3620 Rent & Prop Leases 7,000.00 266 19 7100 3800 Misc Rev 929.00 TOTAL This amendment is being requested because: 11,509.00 TOTAL 11, 509.00 Anticipated revenue exceeded budget estimate - excess revenue to be used to purchase Wheeled Excavator parts. Prior Committee Actions (Dates): Sheila Steffen 4/15/24 SIGNED 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. �w) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO-4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Central Garage - Ambulance Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount Cash on Hand 25,000.00 010 18 1411 1571 25,000.00 TOTAL This amendment is being requested because: To cover ambulance repairs. Prior Committee Actions (Dates): 25,000.00 TOTAL 25,000.00 Sheila Steffen 4/15/24 Vwd /lc,, SIGNEDDIGITALLY 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. FR. rtiN) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval�required? YES If so, date app owed: �1 1 5/ZOZ4 City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Central Garage Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount Cash on Hand 46,000.00 010 18 7950 1571 Mach&EqulpRepacementParts 46,000.00 010 18 7950 3498 Sale of Equip 48,995.00 010 18 7950 1378 Other Equip Repair& Maint 7,000.00 010 18 7950 1555 Minor Equip & Supplies 12,000.00 01018 7950 1572 Tires 3,000.00 010 18 7950 1314 Health Services 500.00 010 18 7950 1319 Other Prof Svcs 600.00 010 18 7950 1571 24,895.00 010 18 7950 1573 Safety & Protective Equip 1,000.00 TOTAL This amendment is being requested because: 94,995.00 To cover machinery and equipment repairs. Prior Committee Actions (Dates): TOTAL 94,995.00 Sheila Steffen (Signature Dept. Head or Designee) 4/15/24 �, °sicNED 4/15/2024 Date ( (nature Finance Dept. h 7t,w) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. City of Waterloo Line -Item Budget Amendment Request Form FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 If so, date approved: The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Library Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 33 3150 3361 ILL reimbursement 2,513.00 010 33 3150 1583 e-materials 2,513.00 TOTAL reimbursment more than originally budgeted $2,513.00 TOTAL $2,513.00 Prior Committee Actions (Dates): Tu4ett NacWeitsicNEo 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. ReviE' Date Date Posted (Finance Dept.) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO If so, date approve4/ 15/2024 City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 24 submitted by the Library Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 33 3160 3720 ' Donations 33GFT.YOUTH 37,500.0D 010 33 3160 1382 Building Impr 33GFT.YOUTH 37,500.00 TOTAL This amendment is being requested because: 37,500.00 TOTAL Record donations received through the year for the youth area improvement project. Prior Committee Actions (Dates): 37,500.00 3 % 5j1 7 q-- T a Nc 4/15/2024 (Signature Dep011/111114,-) ead or Designee) Date (Signature Finance Dept. Rev,Date Date Posted (Finance Dept.) Kluserslshared goodleslforms1Copy of Budget Amendment Request Form (Apr 2fl03) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Traffic Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 266 17 7120 3494 Sale of Supplies 8,630.00 266 17 7120 1319 Other Prof Svcs 30,000.00 266 17 7120 3502 Sale of Junk 362.00 266 17 7120 1344 Telephone & Fax Expense 10,000.00 266 17 7120 3722 Refunds 446.00 266 17 7120 1522 Light Bulbs & Lamps 15,000.00 266 17 7120 3871 Damage Claims 198,415.00 266 17 7120 1547 Oil and Greases 1,000.00 266 17 7120 3877 Labor & Materials Reimb 4,249.00 266 17 7120 1555 Minor Equip & Supplies 2,000.00 266 17 7120 1569 Vehicle Replacement Parts 2,000.00 266 17 7120 1571 Mach &Equip Replacemen Parts 2,000.00 266 17 7120 1572 Tires 2,000.00 266 17 7120 1573 Safety & Protective Equip 10,102.00 266 17 7120 1576 Traffic Signal Parts 20,000.00 266 17 7120 1577 50,000.00 266 17 7120 1527 Utility Poles 68,000.00 TOTAL This amendment is being requested because: 212,102.00 TOTAL 212,102.00 Outstanding damage claim invoices processed. Funds to be used for sign blanks, tubing, utility poles and traffic signal bulbs. Prior Committee Actions (Dates): Sheila Steffen 4/15/24 ,ett DIGITAL SIGNEDYD 4/15/2024 SIGNE (Signature Dept. Head or Designee) Date ( ignature Finance Dept.�w) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 24 submitted by the Fire Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 12 1415 3831 Registration Fee _ 45,000.00 010 12 1400 2117 Motor Vehicles & Equip 45,000.00 TOTAL This amendment is being requested because: 45,000.00 TOTAL 45,000.00 The number of classes conducted by our Hazmat Training Center has increased significantly in the past year, which has resulted in an increase in revenue as well. We anticipate being at least $70,000 over our revenue goal. By moving these funds we will be able to purchase a new vehicle for our Fire Marshal, replacing a City vehicle that is over 11 years old and in dire need for replacement. Prior Committee Actions (Dates): Bill Beck (Signature Dept. Head or Designee) 4/2/24 DIGITALLY SIGNED 4/15/2024 Date (Signature Finance Dept. R�) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Engineering Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 520 07 7830 3113 Sales Tax Collected _ 30,000.00 521 07 7830 1398 sales tax 30,000.00 TOTAL This amendment is being requested because: comply with city's line item policy. Prior Committee Actions (Dates): 30,000.00 TOTAL 30,000.00 Jamie Knutson (Signature Dept. Head or Designee) 3/26/24 SIGNED 4/15/2024 SIGNED Date (S nature Finance Dept. h ir,r) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO —4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Culture & Arts Department Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 26 4208 3833 Special Event Fee 3,700.00 010 26 4208 1112 Part Time Payroll 2,700.00 010 26 4208 3832 Admissions 1,000.00 010 26 4208 1351 Advertising 2,000.00 010 26 4208 3873 Reimb. for Service 1,000.00 010 26 4208 1524 WRKSP&CLASS SUPPLIES 1,000.00 TOTAL This amendment is being requested because: 5,700.00 TOTAL 5,700.00 To support increase support for additional part-time staff, workshop class & event supplies along with additional support for advertising youth activities at the Phelps Youth Pavilion. Prior Committee Actions (Dates): Chawne Paige 4/2/24 (Signature Dept. Head or Designee) Date DIGITALLY SIGNEDDNED 4/15/2024 (Si nature Finance Dept. R ) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 24 submitted by the FINANCE Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 525 15 5400 3000 CASH 7,836.00 525 15 5402 1410 SERVICE FROM PARKS 7,836.00 TOTAL This amendment is being requested because: 7,836.00 To budget for additional department charge backs for leisure from sanitation Prior Committee Actions (Dates): TOTAL 7,836.00 Bridgett Wood (Signature Dept. Head or Designee) 4/4/24 DIGITALLY SIGNED 4/15/2024 SIGNED Date (S nature Finance Dept. hK7u) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO-4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 24 submitted by the FINANCE Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 03 8950 3625 INSURANCE REFUND _ 1,950,000.00 010 03 8950 1360 STOP LOSS 1,450,000.00 010 03 8950 3628 RETIREE CONTRIBUTIONS 50,000.00 010 03 8950 1390 OTHER CONTR 2,500.00 010 03 8950 1319 OTHER PROF 47,217.00 010 03 8950 1368 MEDICAL CLAIMS 500,000.00 010 03 8950 1395 FEES 283.00 TOTAL This amendment is being requested because: 2,000,000.( Amend health insurance activity to more actual Prior Committee Actions (Dates): TOTAL 2,000,000.0 BRIDGETT WOOD 4/4/24 SIGNED 4/15/2024 (Signature Dept. Head or Designee) Date (S gnature Finance Dept. h 7 0v) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NC) —4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the FINANCE Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 426 03 6105 3354 shared program 1,000,000.00 426 03 6105 2158 backbone 1,000,000.00 426 22 6860 3720 donations 468,041.00 426 22 6860 2152 bldg impr 468,041.00 426 37 4105 3720 donations 380,000.00 426 37 4105 2168 park impr 380,000.00 426 08 6280 3000 cash 1,500,000.00 426 08 6280 2168 park impr 1,500,000.00 426 40 7810 3354 shared program 5,000,000.00 426 40 7810 2158 backbone 4,000,000.00 426 40 7810 2103 engineering 1,000,000.00 TOTAL This amendment is being requested because: 8,348,041.( Recognize donations and deposits received but not budgeted Prior Committee Actions (Dates): TOTAL 8,348,041.0 Bridgett Wood 4/4/24 T (Signature Dept. Head or Designee) Date ( ignature Finance Dept.�w) Date SIGNED 4/15/2024 Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO If so, date app owed: `+/ 1 5/2024 City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 24 submitted by the FINANCE Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 03 8400 3459 KILL WATER ASSESS _ 60,000.00 010 03 8400 1710 CONTINGENCY 60,000.00 010 03 8400 3110 BANK CR UNION FEE 328,473.00 010 03 8400 1313 LEGAL 50,000.00 010 03 8400 1317 AUDIT 25,500.00 010 03 8400 1344 TELEPHONE 250.00 010 03 8400 1319 OTHER PROF 252,723.00 TOTAL This amendment is being requested because: 388,473.00 To recognize increased revenue and cover over budget lines Prior Committee Actions (Dates): TOTAL 388,473.00 BRIDGETT WOOD 4/4/24 (Signature Dept. Head or Designee) Date ( DIGITALLY SIGNED 4/15/2024 gnature Finance Dept. h. -T7w) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 24 submitted by the FINANCE Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 100 03 8980 3000 CASH 308,090.00 100 03 9050 2700 TRANSFERS 308,090.00 291 29 7765 6050 REV TRANSFERS 308,090.00 291 29 7765 2169 AIRPORT IMPR 308,090.00 TOTAL This amendment is being requested because: 616,180.00 Transfer funds previously deposited to the Debt Service fund in error Prior Committee Actions (Dates): TOTAL 616,180.00 BRIDGETT WOOD (Signature Dept. Head or Designee) p�� Z , /� DIGITALLY 4/4/24 2(G� �JCiQGt SIGNED 4/15/2024 Date (Signature Finance Dept. Rt. w) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES If so, date approved: 4/15/2024 City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Engineering Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 205 07 7500 3112 Local Option Sales Tax 400,000.00 205 07 7500 2159 Railroads 400,000.00 205 07 7500 3112 Local Option Sales Tax 500,000.00 205 07 7500 2173 Water Line Construction 500,000.00 205 07 7500 3614 Interest 5,000.00 205 07 7830 1313 Legal Fees 5,000.00 TOTAL This amendment is being requested because: to comply with line item policy. Prior Committee Actions (Dates): 905,000.00 TOTAL 905,000.00 Jamie Knutson 3/26/24 6e f Z DIGITALLY i 4/15/2024 SIGNED ` (Signature Dept. Head or Designee) Date (S nature Finance Dept. F. r) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES If so, date app owed: �1 1 5/2024 City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 06/30/2024 submitted by the Housing Authority Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 283 13 5452 3614 Interest 10,000.00 283 13 5452 1346 Travel 10,000.00 TOTAL 10,000.00 TOTAL 10,000.00 This amendment is being requested because: To recognize revenue received over what was budgeted and use funds for additional training. HUD requires us to change from HQS Inspection process to new INSPIRE Inspection process. All housing authority staff needs to get certified in new inspection training. New Exective Director has monthly meeting that will requires travel that was not in budget. Prior Committee Actions (Dates): LeKeisha Veasley 4/3/24 (j4e °si�'rvEn 4/15/2024 (Signature Dept. Head or Designee) Date (S nature Finance Dept. F. ✓) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO If so, date approved: `+/ 1 5/2024 City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Sanitation Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 525 15 5400 3614 Interest - savings Acct 102,490.00 525 15 5400 1571 30,000.00 52515 5400 1572 Tires 40,000.00 525 15 5400 1596 Refuse/Yard Waste Containers 32,490.00 TOTAL This amendment is being requested because: 102,490.00 TOTAL 102,490.00 Funds for additional refuse and yard waste containers, machinery and equipment replacement parts, and tires. Prior Committee Actions (Dates): Sheila Steffen 4/15/24 ? °SIGNED01:11 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Re Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Project Name City Contract No. Project Manager Project Budget Total PROJECT BUDGET WORKSHEET - ALL PROJECTS PAGE ONE Healthy Homes Production Grant IAHHP0131-24 Jon Martin / Tracey Southall $ 1,999,991.00 1. How will this project be funded? A. Federal Grant Yes X No To be assigned by the Finance Dept. Project No. Subproject No 32HHP24 CFDA # 14.913 % Paid by federal grant Grant Name Healthy Homes Production Grant B. State Grant Grant Name C. City Match D. Other Entities Name Yes I No Source of Funding CDBG Yes No Grant Agreement Number % Paid by state grant Grant Agreement Number % Paid by City % Paid by other entity 2. Attach copies of any grant agreements that will fund the project (REQUIRED) 3. Does the project include the purchase of right of way or other real property? If yes, will real property purchases be reimbursable under the grant? If yes, have you attached authorization to purchase real property to this document? 4. Will this project include any non -participating expenses, such as: A. Stormwater permit fees B. Publication, or printing costs C. Others, list 5. Does this project cover any regular full-time salaries or benefits? If yes, employee/position to be covered. Community Development 6. Include a brief description of the project in the space below: (REQUIRED) The Healthy Homes Production Grant will be used to remediate health and safety hazards in the home. 100.00% Done None X n Yes No ri X X X Xj Page 2 must be attached and signed. K:\shared goodies\forms\Project Budget Worksheet.xls\Page 1 All Projects (Mar 2010) PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION PAGE TWO Project Name (from page one) Healthy Homes Production Grant Department No. project will be budgeted under 32 Activity No. project will be budgeted under 5840 REVENUES: 3000 Cash on Hand 3350 Federal Grant 3352 Federal HUD Grant 3354 Shared Program - Local 3357 Shared Program - County 3358 Shared Program - City 3360 Shared Program - State 3361 State Grant 3720 Donations - Restricted 3750 Sale of Bonds EXPENDITURES: 224 City Clerk Use Only Finance Committee 4/15/2024 Approval Date To be assigned by the Finance Dept. Project No. 32HHP24 Subproject No. (Each column should only include amounts by fund) 1,999,991.00 TOTALS $1,999,991.00 1111 Salaries - Regular 1121 FICA 1122 IPERS 1131 Health Insurance 1315 Education and Training 1327 Rehabilitation 1346 Travel- Professisonal Train 1343 Postage and Mailing 1351 Advertsing Expense 1378 Other Equipment Repair 1390 Other Contractual Servcies 1391 Dues and Memberships 1561 Office Supplies TOTALS (Signature Dept. ead) 359,850.40 25,000.00 45,000.00 91, 932.68 31,500.00 1,163,973.00 41,300.00 2,200.00 3,694.92 13, 700.00 217,500.00 3,540.00 800.00 Fund: $1,999,991.00 $ ys�di Date Fund: Fund: Total 1,999,991.00 $ $1,999,991.00 $ 359,850.40 25,000.00 45,000.00 91,932.68 31,500.00 1,163,973.00 41,300.00 2,200.00 3,694.92 13, 700.00 217,500.00 3,540.00 800.00 $ $ - $1,999,991.00 T , �ps� NO -ad DIGITALLY SIGNED 4/15/2024 (Signature Finance Dept. Revieih, Date K:Ishared goodieslforms\Project Budget Worksheet.xls\Page 2 (Donat or NON-constr) (Mar 2010) Assistance Award/Amendment U.S. Department of Housing and Urban Development Office of Administration 1. Assistance Instrument Cooperative Agreement Grant 2. Type of Action ►� Award n Amendment 3. Instrument Number IAHHP0131-24 4. Amendment Number S. Effective Dale of this Action See Block #20 6. Control Number 7. Name and Address of Recipient City of Waterloo 620 Mulberry Street Waterloo, IA 50703 10. Recipient Project Manager 8. HUD Administering Office HUD, Office of Lead Hazard Control and Healthy Homes 451 Seventh Street, SW Room 8236 Washington, DC 20410 8a. Name of Administrator Chebria Trimble 11. Assistance Arrangement ® Cost Reimbursement ❑ Cost Sharing ❑ Fixed Price 12. Payment Method • Treasury Check Reirnbursement • Advance Check ►� Automated Clearinghouse 8b. Telephone Number Chebria.Trimble(rJ,hud.gov 9. HUD Government Technical Representative Damian Slater; damian.l.slaughter(r4, md.gov 13. HUD Payment Office U.S. Dept. of HUD CFO Accounting Center, 6AF 801 Cherry St., Unit #45 Ste. 2500 Fort Worth, TX 76102 14. Assistance Amount Previous HUD Amount $0.00 HUD Amount this action $1,999,991.00 Total HUD Amount Recipient Amount Total Instrument Amount 16. Description Employer Identification: 42-6005327 UE • QFUU V78Q TDN3 This instrument sets forth the agreement between the parties as to all terms and conditions and provisions herein. By signing this award document, the Grantee certifies that it is in compliance with all administrative and financial provisions of this award. This grant instrument consists of the following, some of which are incorporated by reference: 1. Cover Page, HUD 1044 2. FY 2023 Terms and Conditions 3. Statement of Work/Work Plan/Benchmark Standards 4. Grantee's financial and technical proposal 5. Mutually agreed and negotiated proposal changes 6. Abstract of grant activities 7. Lead Hazard Control Program Policy Guidance Issuances "PGI-2015-01- Clarification of Costs for LHRD and LBPHC Grant Programs" 8. TITLE 2: GRANTS AND AGREEMENTS - PART 200-UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS Imps://www.ecfnnovicurrent/title-2/nart-200 9. Notice of Grant Opportunity announced in GRANTS.GOV FR-6700-N-44 Posted date: 11/07/23 $1,999,991.00 $0.00 15. HUD Accounting and Appropriation Data 8623/250174 23LRI-IH/LRHHI - $ 1,999,991.00 Amount Previously Obligated Obligation by this action 15b. Reservation number HHP-08 $0.00 $1,999,991.00 $1,999,991.00 $1,999,99400 Total Obligation Period of Performance: April 15, 2024 to October 15, 2027 months - 42 months Program: HH1 17. Lf Recipient is re h s-docu#r(ni to 19. Recipient (By and return three (3) copies Administering Office Signature &Title Li.iLM i>10F1T1 K� I, P'3 t' (y\ 3 RAJA -AM itr St( ti)ip Date (mm/dd/yyyy) 114 18. • Recipient is not required to sign this document. 20. HUD (By Name) Valerie Holzherr, Grant Officer Signature & Title VALERIE HOLZHER Date (min/dd/yyyy) form HUD-I044 (8/90) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES- NO 4/15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 6/30/2024 submitted by the Community Development Department Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 224 32 5850 3350 Federal Grants 131,900.00 224 32 5850 1113 Longevity BG21A.ADMN 200.00 224 32 5850 1123 Life & Disability BG21A.ADMI\ 700.00 224 32 5850 1130iployee ReimbursemBG21A.ADMh 1,000.00 224 32 5850 1346 Travel and Prof BG2IA.ADMh 4,000,00 224 32 5850 1379 Interim Assistance BG14Z 30,000.00 224 32 5850 1396 Property Demolition BG14 55,000.00 224 32 5850 1561 Office Supplies r3G21A.ADMI 1,000.00 224 32 5850 2151 Building Constructior BG 40,000.00 TOTAL This amendment is being requested because: Grant funds to cover the expected expenes. $131,900.00 TOTAL $131,900.00 Prior Committee Actions (Dates): 4/4/2024 (Sign .;Qi e D- -t. Head or Design y - 5- ay Tv Ncto, DIGITALLY 4/15/2024 Date (Signature Finance Dept. It." .:w) Date Date Posted (Finance Dept.) Kauserslshared goodieslforms14-4-24 5850 Budget Increase.xls (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES If so, date approvOed: `1./1 5/2024 City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 24 submitted by the Fire Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 12 1415 3831 Registration Fee _ 10,000.00 010 12 1400 2128 Safety Equipment 10,000.00 TOTAL This amendment is being requested because: 10,000.00 TOTAL 10,000.00 We project being over our Registration Fee revenue line by at least $70,000 for FY24. This budget amendment will allow us to purchase two (2) Infrared Saunas for our Firefighters. This is an effective and efficient way for Firefighters to detoxify after being exposed to fires and/or other harmful chemicals, amongst many other health benefits. Prior Committee Actions (Dates): Bill Beck 4/5/24 DIGITALLY SIGNED 4/15/2024 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Re.:c..) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO 4/15/2024 IF so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Leisure Services Department Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 37 4500 3481 Concession Rev 100,000,00 010 37 4500 1112 Salaries Part -Time 40,000.00 1553 March For Resale 25,000.00 1541 Janitorial 6,000.00 1400 Utilities 23,000.00 1504 Credit Cards 6,000.00 1114 Time & Half 1,000.00 TOTAL This amendment is being requested because: 100,000.00 TOTAL 100,000.00 Amendments are being made to fix line item overages as well as preparing for anticipated expenses and revenues thru June 30, 2024 Prior Committee Actions (Dates): (Signature gt p - ead or Designee) Date MO/°SIGNED 4/15/2024 (S nature Finance Dept. 1-.7 P.r) Date Date Posted (Finance Dept.) IC:luserslshared goodieslforms4Copy of Budget Amendment Request Form (Apr 2003) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES NO — 1/ 15/2024 If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2024 submitted by the Leisure Services Department Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 010 37 4500 3476 Ice Rent 20,000.00 010 37 4500 1388 Ice System 10,000.00 3722 Refunds 1,000.00 010 37 4500 3830 Unrestricted Gifts 2,500.00 3113 Sales Tax 4,000.00 010 37 4500 1398 Sales Tax 4,000.00 010 37 4500 3471 Arena Revenue 4,000.00 010 37 4500 1375 Automotive Repair 3,000.00 010 37 4500 1390 Other Contractual 1,500.00 TOTAL This amendment is being requested because: 25,000.00 TOTAL 25,000.00 Amendments are being made to fix current line item overages as well as preparing for anticipated expenses and revenues thru June 30, 2024 Prior Committee Actions (Dates): (Signature Dept. or Designee) 7/0 DIGITALLY SIGNED 4/15/2024 Date (Si ature Finance Dept. Re Date Date Posted (Finance Dept.) K:luserslshared goodies\formslCopy of Budget Amendment Request Form (Apr 2003)